Lynette Joy Newman – Financial Adviser
Adviser identifying number: 1253666
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: UHY HN PRT FINANCIAL SERVICES PTY LTD
Licence number: 488706
Licensee’s ABN:
Licence controlled by: Rohan John TOIA
The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UHY HN PRT FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 488706
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma In Financial Services – CPA
- SPAA SMSF Specialist Advisor Accreditation – University Of Adelaide
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- SMSF Association
Lynette Joy Newman is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation